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Aspect Partners’s Sun Communities SUI Stock Holding History

Aspect Partners’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13
Closed -$1.64K – 746
2026
Q1 		$1.64K Hold
13
– – ﹤0.01% 525
2025
Q4 		$1.61K Hold
13
– – ﹤0.01% 575
2025
Q3 		$1.68K Buy
+13
New +$1.64K ﹤0.01% 590

Other funds holding SUI

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Aspect Partners's SUI Position: Q2 2026 in Review

Aspect Partners sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 13 shares — an estimated $1.64K sold.

Aspect Partners first reported a position in SUI in Q3 2025 and held it in 3 quarters. The position peaked at $1.68K in Q3 2025. 59 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Aspect Partners reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
  • Aspect Partners sold 13 Sun Communities shares in Q2 2026, an estimated $1.64K.
  • Aspect Partners first reported a position in Sun Communities in Q3 2025 and held it in 3 quarters.
  • Aspect Partners's Sun Communities position peaked at $1.68K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.